Browse McCarthy, Ed

1-54 out of 54 article(s)

Title	Type	Date	Words
The ABCs of IRA rollovers: there are plenty of assets in these plans waiting to be turned into retirement income. That's where an advisor comes in.		Apr 1, 2013	1126
The wellness of a retirement plan: rising medical costs and possible cuts in Medicare coverage mean retirement planning must include health-care expenses.		Mar 1, 2013	1807
It takes two: forming partnerships with other professionals can be beneficial to both parties. But establishing strategic alliances must be done the right way.		Jan 26, 2013	1333
Recession keeps older workers on the job.		Dec 22, 2012	336
Stability in sight? The LTCI market has been rocked by market forces in recent years. Can it recover?		Nov 1, 2012	872
Adrift in the LTC sea: long-term care funding in the U.S. seems to be a problem no one wants to tackle.		Nov 1, 2012	701
Finding success in the LTCI market: for this Massachusetts agent, it's not all doom and gloom.	Interview	Nov 1, 2012	729
Top 6 Medicare myths: ... and how to dispel them.		Nov 1, 2012	1504
Uncertainly pushes sales higher.		Sep 1, 2012	801
Making the pitch: try these strategies when selling life insurance to your senior clients.		Sep 1, 2012	747
Succeeding with whole life: advisor Steve Vasgaard helps his clients make the leap to financial stability.		Sep 1, 2012	595
High growth in low rate environment: yes, even now, there are strategies to increase your client's retirement portfolio income.		Sep 1, 2012	1219
Tax laws are a'changing: next year, your senior clients may be faced with potential estate tax changes. Here are four strategies to help them cope.		Jun 26, 2012	1083
Workflow: want to improve your business? Improve your workflow first.		Jun 26, 2012	1504
Boomers seek less volatile portfolios.		Apr 25, 2012	1206
Boomer women in retirement.		Apr 25, 2012	862
The sandwich squeeze: your boomer clients are likely stretched to their financial limit by children and older relatives.		Apr 25, 2012	577
New directions: as your clients age, they need more help in mapping out their financial goals.		Mar 20, 2012	514
The fight goes on: the battle over health-care reform is far from over ...		Feb 28, 2012	503
The buddy system: want to build your business? Start by forming strategic alliances with other professionals, and the referrals will roll in.	Cover story	Jan 25, 2012	1006
An untapped market: if you're not actively seeking African-American clients, you're overlooking a growing sector.		Dec 17, 2011	1038
Read all about it: use your financial knowledge and writing skills to gain the attention of publishers and prospective clients.	Cover story	Nov 23, 2011	1092
Trends to watch: the long-term care insurance industry continues to evolve. Here's a review of the major developments you need to monitor for your business.		Oct 25, 2011	525
Expand sales with linked products: if your sales of new long-term care insurance (LTCI) policies have peaked, the hybrid life/LTCI and annuity/LTCI products could be the solution.		Oct 25, 2011	564
On her own: estate planning for senior women requires special care. Here's what you can do to help your single female clients plan for the future.		Oct 1, 2011	1015
How to battle LTCI objections: LTCI can be a hard sell at times. These strategies will help you convince your client the product is a good buy.		Aug 24, 2011	1049
Life & ltci: perfect together: linking a life policy with long-term care benefits can be beneficial to some seniors.		Jul 26, 2011	1236
Plan on it: estate planning involves many pieces. Here's a checklist of what you and your client must have to ensure an efficient transfer of assets.		Jun 21, 2011	1614
Finding the funding: for many clients, paying for LTCI insurance may be difficult. Here's how you can help them find the hidden dollars to fund the premiums.		Jun 1, 2011	1053
Family matters: understanding the role family considerations play and how to plan for a client's family circumstances can increase your value as an advisor.		Apr 27, 2011	1022
LTCI combats whopping rate increase.		Mar 23, 2011	713
Back to square one: if your plans for 2011 call for adding long-term care insurance to your list of products, you need a solid foundation upon which to base your sales. Here's a concise overview of the basics of LTCI.		Mar 23, 2011	995
Using LTCI to bring in high-net-worth clients.		Feb 23, 2011	985
4 things you need to know about LTCI.		Dec 31, 2010	952
Going the distance: life changes sometimes send your clients far out of your geographical reach, but it doesn't mean your business relationship has to end. Learn how to use online technology and some old-fashioned customer service to retain that connection.		Nov 19, 2010	972
The essential guide to LTCI: what lies ahead for the somewhat embattled world of long-term care insurance sales? New regulations, including the CLASS act, and some new product innovation promise to turn the tide in 2011.		Oct 19, 2010	1001
10 tips for delivering solid media interviews: appearing as an informed source in magazine articles, online interviews or even on your local TV news can be a great way to build credibility. But not everyone has innate media interview skills. Here's some helpful ideas for turning your time in the spotlight into a memorable (and hopefully recurring) experience.		Sep 23, 2010	1200
Finding the funds for LTCI: qualified prospects who think they can't afford the premiums for LTCI coverage can be convinced otherwise if you work with the following moderately creative financial strategies.		Jul 28, 2010	1020
Attract new clients and keep the clients you have.		Jun 22, 2010	419
Generating leads through all stages of your career.		Jun 22, 2010	403
SMA's 2009 Advisor of the Year shares his formula: Success by design.		Jun 22, 2010	393
Exhibitors.		Jun 22, 2010	537
It's a family affair.		Apr 24, 2010	1098
LTCI undergoes an evolutionary change: an increased campaign of public awareness for long term care insurance and advanced education for producers, coupled with the development of new products such as hybrids, is just part of the newest developments in the LTCI world.		Mar 19, 2010	944
Building alliances: teaming up with like-minded professionals can open the doors to new, motivated and interested prospects. Learn how to share the wealth.		Mar 1, 2010	1010
The check is in the mail: while direct mail might have seemed to be e-mail's first casualty, the old tried-and-true marketing resource is as vital as ever. by effectively planning your campaign and either doing things yourself or adopting a carrier's successful strategies, you can learn to make direct mail a sure bet.		Mar 1, 2010	1006
5 things you should know about LTCI.		Dec 30, 2009	992
(do you?) know your prospect: do you have a plan in place that navigates the back story on your potential clients? Learn top techniques on how to get that information efficiently and effectively.		Dec 1, 2009	1191
The future of LTCI: the long term care industry continues to evolve. Senior Market Advisor asked several producers and industry experts for their thoughts on where LTCI will be in a few years.		Oct 1, 2009	999
Managing LTCI objections; LTCI prospects aren't shy to say they're afraid they'll never use their coverage, or that they're better off self-insuring. It's your job to logically and passionately explain that this is not always the case.		Sep 1, 2009	1036
Building successful LTCI alliances: going at it alone may not be the best strategy for maximizing on your long term care sales. By networking with other professionals, you can find a more steady stream of clients ready for a discussion on their future care.		Jul 1, 2009	1251
Back to basics: improve your knowledge of LONG TERM CARE by concentrating on the key elements of this valuable but complex product and what its features mean to your clients.		May 1, 2009	1570
Getting creative in a tough LTCI market.		Apr 1, 2009	994
Sell the need not the policy: top LTCI producers know that the path to success is a two-way street. Learn what your prospects need and you'll be better equipped to provide a clear path to achieving those goals.		Mar 1, 2009	1487